PSA Today Nov 22: Up, lagging Asia though/Chugai's upside / Alibaba, SoftBank, banks/Fiercer competition in trucking / TDK/Automation and heavy notes - Nikkei+ 0.48 %
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Joel Scheiman
Nikkei ¥22,523.15 (+¥106.67 / +0.48%); Topix ¥1,777.08 (+¥5.95 / +0.34%); ¥/$112.19
Tags: Toshiba (6502), TDK (6762), NGK Spark (5334), Chugai (4519), Roche (ROG SW), SoftBank (9984), Alibaba (BABA US), Tencent (700 HK), SVB Financial (SIVB US), Volvo AB (VOLVB: SS), Isuzu (7202), Hino (7205), TDK (6762), Yaskawa (6506), Daifuku (6383), Omron (6645), KHI (7012), IHI (7013)
- Nikkei moves higher again on Wall Street, yet lags rest of Asia
- Even more upside for Chugai / Roche’s Tecentriq?
- Alibaba hits new high; implications for SoftBank
- Let’s talk about SoftBank the bank
- Domestic competition potentially getting fiercer for Isuzu and Hino
- TDK plans an early entry into solid-state lithium-ion batteries
- Automation notes
- Heavy notes
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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